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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Capital Corporation
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| CRD # | 112323 |
| SEC # | 801-21957 |
| CIK # | 0001002152 |
| AUM | $590.7 M (2024-09-09) |
| Employees | 15 (100% Investors, 47% Brokers) |
| Phone | 781-535-6083 |
| Address | 50 Braintree Hill Office Park Braintree, MA 02184-8734 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 94.1 | ||
| Amphenol Corp /DE/ | 82.7 | ||
| Fiserv Inc | 69.5 | ||
| VISA Inc | 66.7 | ||
| Intercontinentalexchange Group Inc | 66.3 | ||
| Stryker Corp | 66.2 | ||
| Fastenal Co | 64.1 | ||
| Check Point Software Technologies Ltd | 63.3 | ||
| Alphabet Inc | 62.8 | ||
| Wal Mart Stores Inc | 62.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,299 | 275.3 |
| (b) Individuals (high net worth individuals) | 109 | 306.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,413 | 590.7 |
| By Discretionary | ||
| Discretionary | 1,403 | 518.8 |
| Non-Discretionary | 10 | 71.9 |
| Total | 1,413 | 590.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.7 | |
| Total | 1,413 | 590.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001002152] |
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|---|---|---|
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Northwest Investment Counselors LLC
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OR | 0.6 |
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Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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NY | 0.6 |
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Gradient Securities LLC
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MN | 0.6 |
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Quantum Financial Services Inc
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IN | 0.6 |
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Lauterbach Financial Advisors LLC
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TX | 0.6 |
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RPG Family Wealth Advisory LLC
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MA | 0.6 |
|
Hennion & Walsh Asset Management Inc
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NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
|
Siharum Advisors LLC
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MA | 0.6 |